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Clark Asset Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Clark Asset Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Buy
2,685
+58
+2% +$6.39K 0.02% 215
2026
Q1 		$290K Buy
2,627
+44
+2% +$4.85K 0.03% 189
2025
Q4 		$284K Buy
2,583
+51
+2% +$5.62K 0.03% 182
2025
Q3 		$280K Buy
2,532
+7
+0.3% +$772 0.03% 170
2025
Q2 		$279K Buy
2,525
+6
+0.2% +$662 0.04% 154
2025
Q1 		$278K Buy
2,519
+5
+0.2% +$551 0.05% 124
2024
Q4 		$277K Sell
2,514
-37
-1% -$4.08K 0.05% 110
2024
Q3 		$282K Buy
2,551
+8
+0.3% +$883 0.06% 97
2024
Q2 		$281K Sell
2,543
-4,167
-62% -$460K 0.08% 80
2024
Q1 		$742K Buy
6,710
+3,803
+131% +$420K 0.23% 39
2023
Q4 		$320K Buy
2,907
+951
+49% +$105K 0.12% 58
2023
Q3 		$216K Buy
1,956
+4
+0.2% +$441 0.09% 70
2023
Q2 		$216K Hold
1,952
– – 0.1% 69
2023
Q1 		$216K Hold
1,952
– – 0.13% 58
2022
Q4 		$215K Buy
+1,952
New +$215K 0.15% 56

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clark Asset Management's SHV Position: Q2 2026 in Review

Clark Asset Management increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.2% in Q2 2026, buying an estimated $6.39K and bringing the position to 2,685 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #215.

Clark Asset Management first reported a position in SHV in Q4 2022 and has held it in 15 quarters since. The position peaked at $742K in Q1 2024. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Clark Asset Management held 2,685 shares of iShares 0-1 Year Treasury Bond ETF worth $296K as of Q2 2026.
  • Clark Asset Management bought 58 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.39K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #215 holding.
  • Clark Asset Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Clark Asset Management's iShares 0-1 Year Treasury Bond ETF position peaked at $742K in Q1 2024.
  • 720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.